Relationship Manager, Strategic

Overview

Relationship Manager, Strategic at Canoe Intelligence in New York City (hybrid). This role leads long-term, strategic relationships with clients, focusing on adoption, health of the relationship, value delivery, and renewal management. The position offers direct exposure to leading allocators of alternative investments and contributes to the team and company scale strategy.

• Build and maintain strong, long-lasting client relationships within Institutional and Wealth Management segments.
• Collaborate with cross-functional teams including Client Success, Implementation, Support, Sales, and Leadership to drive retention and revenue growth.
• Lead the adoption of best practices for client retention, including business reports.
• Drive net dollar retention (post-sales expansion and renewals) for Canoe's clients.

• Previous experience owning a book of business where you were responsible for driving adoption, retention, growth, value realization, expansion, upselling, etc.
• Demonstrated ability to communicate, present, and influence key stakeholders.
• Experience providing ROI presentations or business reviews to senior stakeholders.
• Excellent listening, negotiation, and presentation skills.
• Previous B2B SaaS experience is highly preferred.
• Previous experience in financial services, Fin Tech, or alternative investments highly preferred.

• Medical, dental, vision benefits
• Flexible PTO
• 401(k)
• Flexible work from home policy
• Home office stipend
• Employee Assistance Program
• Gym/Wifi reimbursement
• Education assistance
• Parental Leave

• Client First ->
  Listen, and deliver client-centric solutions
• Be An Owner ->
  Take initiative, improve situations, drive positive outcomes
• Excellence ->
  Always set the highest standard for yourself and others
• Win Together -> 1 + 1 = 3

Canoe is reimagining alternative investment data processes for hundreds of leading institutional investors, capital allocators, asset servicing firms and wealth managers. By combining industry expertise with the most sophisticated data capture technologies, Canoe s technology automates the high-frustration, time-consuming, and costly manual workflows related to alternative investment document and data management, extraction and delivery. With Canoe, clients can refocus capital and human resources on business performance and growth, increase efficiency, and gain deeper access to their data.

Canoe s AI-driven platform was developed in 2013 for Portage Partners LLC, a private investment firm.

Canoe is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.